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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,684 | $71,215-82.2% | $93,696-86.5% | $80,935-84.3% |
| Participation rate | 87.3% | 60.4%+26.9pp | 68.7%+18.6pp | 67.7%+19.6pp |
| Annual return | 10.91% | 11.27%-0.4pp | 133.74%-122.8pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,112 | $4,037-47.7% | $4,417-52.2% | $4,299-50.9% |
| Admin fee / account holder | $844 | $6,958-87.9% | $8,287-89.8% | $6,924-87.8% |